Physicians are investigating pension plans - they need to do their due diligence on Specified Multi-Employer Pension Plan (SMEPP)

Physicians are investigating pension plans - they need to do their due diligence on Specified Multi-Employer Pension Plan (SMEPP)

Author: Vu Kiet Tran January 18, 2025 Duration: 53:41
**** Disclosure***** Myself (Vu Kiet Tran) and Mr. Jean-Pierre Laporte are co-founders of the Canadian Physicians' Pension Plan.   Over the last 2-3 years, several pension plans for physicians have come onto the Canadian market. Physicians are now more concerned with their retirement and financial wellness (and they should be), especially with the most recent announcement by the federal government that increased the inclusion rate on Capital Gains. Physicians are starting to understand the financial impact of this new change and are looking for solutions. They are now being marketed on the Specified Multi-Employer Pension Plan (SMEPP). Physicians need to know what this pension plan is about. Physicians need to do their due diligence.   To leave me comments or feedback, please email me at hmfhd2020@gmail.com   To visit the Code Green Financial Fluency conference for Feb 15th, 2025, please visit  www.codegreenfinancial.com    

Ever feel like managing your money is a diagnosis you just can't crack? How is my Financial Health, Doc? is a space built specifically for healthcare professionals-from residents to seasoned surgeons-who are experts in the human body but might find their own financial picture a bit blurry. Host Vu Kiet Tran creates candid conversations where the complexities of investing, debt management, and building wealth are broken down without judgment. Here, the often-taboo questions about salary negotiations, side hustles, and planning for a secure future are not just allowed, they’re the entire point. Each episode feels like a consult with a trusted colleague, blending practical business principles with an understanding of the unique pressures and irregular income streams common in medicine. You’ll hear real stories and straightforward strategies that connect the dots between physical well-being and financial fitness. This podcast recognizes that a healthy career requires a solid economic foundation, offering actionable advice to help those who care for others start feeling more confident about caring for their own financial future. Tune in for a dose of clarity that goes beyond the clinic.
Author: Language: English Episodes: 100

How is my Financial Health, Doc?
Podcast Episodes
Roger’s story about Suitability vs Best Interest [not-audio_url] [/not-audio_url]

Duration: 37:52
I had the pleasure to have on my show Roger who shared with me his financial literacy journey and how he came to understand Suitability vs Best Interest Standard. Please email me if you have any comments or feedback at H…